LVM Capital Management

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

7840 Moorsbridge Rd, Portage, Michigan, ...

Phone Number

(269) 321-8120

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1

About LVM Capital Management

LVM Capital Management is a fee-only wealth management firm that provides experienced guidance to high net worth and institutional clients in aligning their financial, personal, and family goals. Founded in 1988, the firm expanded its services in 2001 to include financial planning, offering a holistic approach to wealth management. With a commitment to fiduciary standards, LVM prioritizes client interests and emphasizes personal attention and strong communication. The firm operates from offices in Kalamazoo, Michigan, and Naples, Florida, serving clients across over 20 states.Explore more
LVM Capital Management's Social MediaPopular SearchesLvm Capital Management LtdLVM Capital ManagementCapital Management LtdLVM Capital Management, LTD IncLvm Management LLCSIC Code 62,628NAICS Code 52,523Show more

LVM Capital Management Org Chart

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Principal Chief Operating Officer, Lead Advis...

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Relationship Officer & Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LVM Capital Management

<$5M
11-50
Private
-
1988
CP
Charles PrudhommePrincipal Chief Operating Officer, Lead Advisor, and Financial Planner
$5M
11-50
Private
-
2000
TH
Tavis HolsingerFinancial Advisor
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2010
KZ
Kimberley ZolloPresident & Owner
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

LVM Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

LVM Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LVM Capital Management.

LVM Capital Management Tech Stack

A closer look at the technologies used by LVM Capital Management

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Frequently Asked Questions Regarding LVM Capital Management

What is LVM Capital Management's official website?
LVM Capital Management's official website is www.lvmcapital.com
What is LVM Capital Management's Revenue?
LVM Capital Management's revenue is <$5 Million
What is LVM Capital Management's SIC code?
LVM Capital Management's SIC: 62,628
What is LVM Capital Management's NAICS code?
LVM Capital Management's NAICS: 52,523
How many employees does LVM Capital Management have?
LVM Capital Management has 11-50 employees
What industry does LVM Capital Management belong to?
LVM Capital Management is in the industry of: Finance, Securities Trading
What is LVM Capital Management competition?
LVM Capital Management top competitors include: Pillar Wealth Management, Sierra Pacific Financial Advisors, Wealth Advisory Services, Sherwood Investment Services
What technology does LVM Capital Management use?
Some of the popular technologies that LVM Capital Management uses are: Sentry, InstantSearch+, Google Cloud Web Serving, Google Cloud Platform
How do I contact LVM Capital Management?
LVM Capital Management contact info: Phone number: (269) 321-8120 Website: www.lvmcapital.com
What does LVM Capital Management do?

LVM Capital Management is a fee-only wealth management firm that provides experienced guidance to high net worth and institutional clients in aligning their financial, personal, and family goals. Founded in 1988, the firm expanded its services in 2001 to include financial planning, offering a holistic approach to wealth management. With a commitmen... t to fiduciary standards, LVM prioritizes client interests and emphasizes personal attention and strong communication. The firm operates from offices in Kalamazoo, Michigan, and Naples, Florida, serving clients across over 20 states.Read More

What are LVM Capital Management social media links?
LVM Capital Management Linkedin page
Is LVM Capital Management a public company?
LVM Capital Management is private company therefore does not currently have an official ticker symbol
See more information about LVM Capital Management

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